Partner Jyoti Jhaveri and Client Services Manager Arianna Gonzalez, MBA hosted a session focused on moving beyond traditional accounting to uncover the “why” behind the numbers—transforming financial data into actionable insights.

Participants explored how key reports, metrics, and trends can reveal inefficiencies, highlight opportunities, and guide smarter business decisions. Whether for business owners or financial leaders, the session offered practical tools to turn numbers into a roadmap for growth and strategy.

Listen in!